NUDG vs WAGN

NUDG vs WAGN

Which is better, NUDG or WAGN?

WAGN has been ahead.

NUDG has a lower expense ratio. WAGN led over 1Y.

Lower Fees: NUDGHigher Returns (1Y): WAGN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNUDGWAGN
Expense Ratio0.61%Best0.90%
AUM$5.7B$299M
Dividend Yield0.48%0.00%
Holdings4352
YTD Return+5.01%+6.49%Best
Fund FamilyNuveenPabrai Wagons Fund
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Feb 9, 2026

Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

NUDG vs WAGN growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare NUDG against instead:NUDG vs SPYNUDG vs QQQNUDG vs VOONUDG vs VTIWAGN against:WAGN vs VXUS

NUDG vs WAGN Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Pabrai Wagons ETF (WAGN) is an ETF from Pabrai Wagons Fund. Year to date, NUDG is up 5.01% versus a gain of 6.49% for WAGN.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while WAGN charges 0.90%. On a $10,000 position that is $61 vs $90 annually, a gap of $29 per year that compounds over a long holding period. On income, NUDG currently yields 0.48% against 0.00% for WAGN.

Holdings Overlap

We hold position weights for 41 holdings in NUDG and 21 in WAGN, totalling 94.3% and 100.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 41 positions we hold weights for in NUDG and 21 in WAGN, against full books of 43 and 52.

You are not choosing between two funds in isolation.

Whichever of NUDG and WAGN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NUDGWAGN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or WAGN?

NUDG has an expense ratio of 0.61% while WAGN charges 0.90%. NUDG is the cheaper option, by $29 a year on a $10,000 investment.

Which pays a higher dividend, NUDG or WAGN?

NUDG yields 0.48% while WAGN yields 0.00%, so NUDG currently pays the higher dividend yield.

Is WAGN better than NUDG?

NUDG has a lower expense ratio. WAGN led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.